Market updates
Investor Update - October 2022
Eoin Walsh gave an update on fixed income markets, touching on what has been going on in UK markets, as well as how the events of recent days fit into the overall macro picture, including inflation and the likely path of central bank policy elsewhere in the world.
Rates stability would be a game-changer for fixed income
With central banks speeding through their hiking cycles, a return to rates stability (elusive thus far) could allow investors to reap the rewards of bond yields that are unusually high for this point in the cycle.
The macro outlook has changed significantly – is a recession upon us?
Partner and portfolio manager, Eoin Walsh, delivered the keynote address at the TwentyFour Fixed Income Conference in London on September 13.
Where and when will US Treasuries peak?
Rates volatility has done plenty of damage to portfolios in 2022. Where, and when, will US Treasury yields peak? Mark Holman shares his views in his latest video.
Why are high break-evens attractive for investors?
Johnathan Owen explains why bonds with high break-even yields can be attractive for investors, and looks at two examples of UK companies with high break-evens.
ESG in ABS Update
How has ESG in the ABS market changed over the last year? Pauline Quirin talks through some of the positive development she's seen and the main challenges facing the ABS market.
Is there now enough yield on the table in fixed income?
Chris Bowie runs through the four risks he says fixed income investors need to watch right now – inflation, unemployment, geopolitics and liquidity – and why he believes short dated bonds might offer some protection
High yields mean fixed income can tick all the boxes for investors
Ben Hayward explains why bond yields are unusually high today, and why he believes the fixed income market could satisfy investors’ needs in the current environment.
ESG Quarterly Update - July 2022
Charlene Hogg summarises the firm's ESG activities in Q2 2022 and explains how regulation, planning for net zero and CSR are having an impact.
Asset-Backed Securities Quarterly Update – July 2022
Douglas Charleston looks at the development of the European ABS market in the second quarter of 2022 and explains what this could mean for investors going forward.
Investment Grade Quarterly Update – July 2022
Gordon Shannon reviews Q2 2022 in fixed income and breaks down the resulting risks and opportunities he sees in investment grade bonds.
Multi-Sector Bond Quarterly Update – July 2022
A member from our Multi-Sector Bond team reviews the main market drivers in the second quarter of 2022 and explains how the Strategic Income team is tackling today’s environment.